1. Home
  2. Essentials/Advanced Accounts
  3. Adding or updating permanent groups on your cloud accounts

Adding or updating permanent groups on your cloud accounts

If you take on another permanent group mid year, you can add the group to your cloud accounts to make it easier to identify each one.

From the main menu, choose ‘Update Group Details’

Image 11 1024x526

You’ll then be taken to the Customise Accounts page where you can add details of your new group as similar to the previous setup screen.

Image 12 1024x631

Once complete, click ‘Next’ and then choose ‘Dashboard’ to return to the main menu. The new group will appear on your PFS Document Figures section of the cloud accounts as below.

Image 13

We don’t recommend ‘removing’ a permanent group as doing this will cause the fields to return to blanks – just leave the old group there for record keeping!

Tip: You can avoid advertisements by logging into your MalgraBooks account
Updated on August 3, 2025
Was this article helpful?
Need Support?
Can't find the answer you're looking for?
Contact Support